Sunwoda said in an institutional conference call on August 26 that in the first half of 2026, prices of storage and other related materials rose, suppressing demand for terminals in the consumer electronics industry. Looking ahead to the second half of the year, the negative impact of rising material prices is expected to weaken marginally, and the core factors limiting the recovery of industry demand are expected to weaken to a certain extent. Meanwhile, demand from emerging markets such as AI smart hardware will continue to lead the industry's growth.

Sunwoda said in an institutional conference call on August 26 that in the first half of 2026, prices of storage and other related materials rose, suppressing demand for terminals in the consumer electronics industry. Looking ahead to the second half of the year, the negative impact of rising material prices is expected to weaken marginally, and the core factors limiting the recovery of industry demand are expected to weaken to a certain extent. Meanwhile, demand from emerging markets such as AI smart hardware will continue to lead the industry's growth.